Investing in Real Estate in Retirement
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Net Unrealized Appreciation Tax Breaks on your Company Stock
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.
Q&A Time: Early Withdrawals, Education Tax Credits and Early Retirement
The “Money Talks” hosts discuss withdrawing funds from an IRA before age 59 ½, and tax credits for parents of college students.
Q&A Time: Open-End and Closed-End Funds, Social Security and More
If an ex-spouse claims Social Security benefits based on your work record, how will it affect your benefits? The “Money Talks” hosts explain.
Midyear Financial Reviews for Your 40s, 50s and 60s
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
“The Retirement Gamble” and 401(k) Fees
We address concerns raised by a recent PBS special on the hidden fees in 401(k) plans.
Q&A Time: Using Bond Funds for Liquidity and Paying Off your Mortgage Early
Dr. Gene and Bil Lako, CFP® answer listeners’ questions on the use of bond funds and paying down your mortgage early.
Preretirement
Preretirement is the stage of life when you can solely focus on planning and saving for your retirement years. Learn more about Preretirement in this week’s Financial Tip.
Early Retirement Offers
An early retirement offer may sound like a blessing, but before you accept, the “Money Talks” hosts discuss how it may affect your future financially.
Critical Steps Your Should Take Before You Launch into Retirement
Retiring within the next 10 years? Here are some critical financial steps to take before you plan your retirement party.